Get started with Copilot in Excel

Benefits of Copilot in Excel

• Easily import data: Copilot can help you import data from the web, saved files in OneDrive or SharePoint, or communications from within your organization.

• Highlight, sort, and filter your data: Use Copilot to easily highlight data that you're interested in or to create helpful custom filters. For example, you could ask Copilot to show you cells that contain numbers, or filter for numbers greater than five.

• Generate and understand formulas: Easily create new columns and rows that perform calculations based on your existing data. Copilot can also explain how each formula works.

• Identify insights: You can ask Copilot questions about your data. Copilot shows insights as charts, Pivot Tables, summaries, trends, or outliers.

Where to find Copilot in Excel

• Select the  Copilot icon in the ribbon on your home tab to see conversation starters and chat with Copilot.

• Select a specific cell and choose the Copilot ​​​​​​​sparkle icon that appears.

How to use Copilot in Excel

1. First, make sure to format your data in a table or supported range for Copilot to read.

2. Select the Copilot icon. Select from the listed options to create something new, suggest formulas or formatting, summarize data, or something else.

3. Choose Chat with Copilot to open the chat window. Here you can choose from one of the prompt ideas or ask Copilot for help with something else.